Opal Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,721
-17.7%
2,350
-16.7%
0.14%
-3.4%
Q2 2023$293,601
+1.8%
2,822
+2.4%
0.15%
-13.1%
Q1 2023$288,499
-67.6%
2,756
-67.7%
0.17%
-65.7%
Q4 2022$889,319
-45.0%
8,529
-43.4%
0.49%
-52.1%
Q4 2021$1,617,00015,0641.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders